Michael Paul Jurgensen
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- OsaicApr 2025 to now
- Kestra Advisory Services, LLCAug 2020 to Feb 2025
- Kestra Investment Services, LLCAug 2020 to Feb 2025
- UnemployedJun 2020 to Jul 2020
- Cetera Financial Specialists LLCNov 2015 to May 2020
- Girard Securities, Inc.Nov 2015 to Nov 2017
- Vsr Financial Services, Inc.Nov 2015 to Nov 2016
- First Allied Securities, Inc.Feb 2015 to May 2020
- Summit Brokerage Services, Inc.Feb 2015 to May 2020
- Legend Equities CorporationFeb 2015 to Dec 2016
- Investors Capital CorpFeb 2015 to Nov 2016
- Cetera Advisor Networks LLCAug 2014 to May 2020
- Cetera Advisors LLCAug 2014 to May 2020
- Cetera Financial Services LLCAug 2014 to May 2020
- Cetera Investment Services LLCAug 2014 to May 2020
- Cetera Investment Advisers LLCJul 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257558
- Firm CRD
- 23131